Raymond James welcomes Iowa financial advisor managing more than $220 million in client assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed Jennifer Main, CFP®, ChFC®, CLU® to Raymond James & Associates (RJA) – the firm’s employee advisor channel in Oskaloosa, Iowa, according to Michael O’Meara, Midwest regional director for RJA.
Main, along with client service associates Auda Childs and Sean Coen, operates as Main Wealth Management of Raymond James. They join from Edward Jones, where the team previously managed $220 million in assets for a variety of clients including business owners, families and individuals, healthcare professionals and retirees.
“Helping clients achieve their financial goals and build stable, longstanding generational wealth through the careful management of their investment portfolios has always remained our utmost priority,” said Main, senior vice president, investments. “The emphasis on putting clients first, backed by the right blend of culture, tools and resources, made Raymond James the clear choice for our team.”
Main began her financial services career with Northwestern Mutual in 1996, working primarily in the Des Moines area. She later joined Edward Jones in 2013. Main earned her bachelor’s degree in business management from Iowa State University. Additionally, she is a CERTIFIED FINANCIAL PLANNERTM, as well as a Chartered Financial Consultant® and Chartered Life Underwriter®.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 59 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.